How We Are Compensated

Tara Financial Group is registered with the Securities Commissioner of the State of Georgia as a Registered Investment Advisor. As stated in our Investment Advisory Agreement and Form ADV Part II, we charge a fee for management based on asset size as follows:

PORTFOLIO ASSET SIZE	FEE PERCENTAGE
$0 - $250,000	2% annually billed at 0.50% per quarter
$250,001 - $500,000	1.5% annually billed at 0.375% per quarter
$500,001 - $1,000,000	1% annually billed at 0.25% per quarter
$1,000,001 - $2,500,000	0.75% annually billed at 0.187% per quarter
$2,500,001 - $5,000,000	0.50% annually billed at 0.125% per quarter
$5,000,001 and up	Negotiable

This compensation structure allows us to be paid fairly for positive performance and to suffer with you on negative performance during down markets.